Here at ATL Global Advisors, our first priority is your overall financial success. We are continually seeking out ways to better serve our clients in every area of their financial lives. One of the things that sets us apart from other firms is that we offer multiple services under one roof. That’s why we are thrilled to have added Morgan Marlin to our team as an Insurance Specialist.
New Insurance Offerings
With Morgan on board, we can now offer life, disability, and long-term care insurance, as well as a variety of annuity products.
Insurance can be incredibly confusing and often either avoided or misunderstood. We want to help you understand the insurance landscape and have the peace of mind that you have the proper amount of coverage for your unique situation. Morgan makes this possible with her years of experience in the insurance field. Her goal has always been to educate her clients on the various types of insurance plans and to help them find the best products for their needs.
Morgan takes a comprehensive approach to insurance planning by making sure all of the moving pieces to your plan fit together properly. Because Morgan is also qualified in retirement and estate planning and risk management, she is able to create a cohesiveness among all elements in your financial plan. With her deep understanding of the intricacies of insurance, Morgan not only helps clients set up the plans most appropriate for them, but she takes the time to educate and make sure each client understands the fine print of what they are buying.
Come In For An Insurance Review
When it comes to insurance, it’s important to work with a qualified professional. An insurance review can verify that the coverage and products you have are what you need and streamline your policies to ensure easy access if and when a claim is needed. Contact Morgan today at 770-800-2851 or firstname.lastname@example.org to take care of all your insurance needs.
Gary Lutrick, MBA, RFC is a financial advisor and partner at ATL Global Advisors, an independent financial services firm serving transportation and logistics employees in the greater Atlanta area. Along with nearly 30 years of industry experience, he holds a MBA in finance and the Registered Financial Consultant (RFC) certification. He focuses on helping his clients plan for retirement, manage risk, and define financial objectives that integrate their family values. Learn more by connecting with Gary on LinkedIn.